At a Glance
- Tasks: Lead a dynamic team in wealth management, driving client success and innovative strategies.
- Company: Join TD, a leading financial institution committed to exceptional client experiences.
- Benefits: Competitive salary, health benefits, career development, and flexible work options.
- Other info: Embrace a culture of diversity and continuous professional growth.
- Why this job: Make a real impact in the financial world while growing your leadership skills.
- Qualifications: 10+ years in sales leadership with a strong understanding of high-net-worth clients.
Lieu de travail : Burlington, Ontario, Canada
Horaire : 37.5
Secteur d’activité : Gestion de patrimoine TD
Détails de la rémunération : $115,600 - $163,200 CAD
La TD a à cœur d’offrir une rémunération juste et équitable à tous les collègues. Les occasions de croissance et le perfectionnement des compétences sont des caractéristiques essentielles de l’expérience collègue à la TD.
Description du poste : Private Wealth Management provides high-net worth and ultra-high-net client segments with holistic discovery and planning towards customized advice and solutions. Based on the commitment to discovering and achieving what truly matters to each client, they bring a distinct discovery process and an integrated, team-based approach to build a wealth strategy that reflects each client's unique needs. Team members collaborate closely with each other to fully franchise the client while delivering the full spectrum of TD Wealth Services, Private Investment Advice, Private Investment Counsel, Private Banking, Private Trust, Wealth Advisory and Insurance Services. This role is responsible for leading a team of Investment Management professionals, charged with asset accumulation, preservation and revenue growth, while delivering a differentiated HNW planning experience.
Accountabilities
- Lead a highly qualified and collaborative team of Investment Management professionals
- Work closely with key business leaders to develop business plan, ensuring the optimal use of resources and leverage TD’s operating model to maximize efficiency, effectiveness and scale
- Plan and execute business development activities, review and communicate results, and adjust tactics accordingly
- Develop annual and/or long term plans for own area and influences plans well beyond area managed
- Engage advisors and support staff in ongoing endeavour to provide a legendary Client Experience
- Proactively identify key business opportunities, research and recommend enhancements / modifications, develop strategies to achieve recommendations and work closely with team to execute and implement
- Plan and document marketing and business development activities, review and communicate results and adjust plan accordingly
- Lead the process of setting performance objectives for the team; track, monitor and effectively address and/or reward performance in a timely manner
- Maintain a culture of risk management and control, supported by effective processes in alignment with risk appetite
- Recruit for all hires to ensure a highly diverse, qualified workforce to achieve business objectives
- Act as a brand ambassador for the business area/function and the bank, both internally and/or externally
- Generally reports to Region Head executive
Requirements
- 10+ years of Sales Leadership & relevant industry experience
- Deep understanding of the HNW and UHNW client sector
- Undergraduate university degree
- Registered with CIRO as a Registered Representative and Supervisor, including but not limited to Option & Derivatives Supervisor, Portfolio Manager
- Life Insurance license (LLQP)
Nous sommes ravis que vous envisagiez une carrière à la TD. Sachez que nous avons à cœur d’aider nos collègues à réussir dans leur vie tant personnelle que professionnelle. C’est d’ailleurs pourquoi nous leur offrons des conversations sur le perfectionnement, des programmes de formation et un régime d’avantages sociaux concurrentiel.
Nous tenons à nous assurer que vous disposez des outils et ressources nécessaires pour réussir à votre nouveau poste. Dans cette optique, nous organiserons des séances d’intégration et de formation.
L’accessibilité est importante pour nous. N’hésitez pas à nous faire part de toute mesure d’adaptation dont vous pourriez avoir besoin pour participer sans entraves au processus d’entrevue.
Professional Wealth Branch Manager in Burlington employer: TD Bank Group
TD Bank Group is an exceptional employer that fosters a collaborative and innovative work culture, particularly in the dynamic field of Payments Modernization. Employees benefit from comprehensive professional development opportunities, competitive compensation, and a commitment to work-life balance, all while being part of a leading financial institution located in the vibrant city of Toronto.
